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Novartis
NVS

Overview Fund Activity

1,338 hedge funds and large institutions have $15.4B invested in Novartis in 2025 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 424 increasing their positions, 501 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
+11
Holders Change %
+0.83%
% of All Funds
18.18%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
121
Increased
424
Reduced
501
Closed
79
Calls
$246M
Puts
$281M
Net Calls
-$34.8M
Net Calls Change
+$25.5M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$754M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$208M
3
Goldman Sachs
Goldman Sachs
New York
$408M
4
Marshall Wace
Marshall Wace
United Kingdom
$160M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$121M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$333M
3
Primecap Management
Primecap Management
California
$1.16B
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.43M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1326
Marquette Asset Management
Minnesota
$1.9K – – –
PCM
1327
Perritt Capital Management
Illinois
$1.9K +$1.9K +17 New
AWM
1328
Abound Wealth Management
Tennessee
$1.78K -$781 -7 -30%
RS
1329
Rakuten Securities
Japan
$1.78K +$112 +1 +7%
GFL
1330
Granite FO LLC
New Hampshire
$1.56K – – –
GWSA
1331
Global Wealth Strategies & Associates
Colorado
$1.56K +$1.56K +14 New
PMFA
1332
Plante Moran Financial Advisors
Michigan
$1.34K – – –
MFS
1333
Mattson Financial Services
Michigan
$1.34K +$1.34K +12 New
WAS
1334
Winch Advisory Services
Wisconsin
$1.23K – – –
GIM
1335
Gold Investment Management
Alberta, Canada
$1.12K – – –
KIM
1336
Kestra Investment Management
Texas
$892 -$53.2K -477 -98%
NWM
1337
Nova Wealth Management
Florida
$892 +$892 +8 New
BGWM
1338
Bridge Generations Wealth Management
Florida
$558 +$558 +5 New
FFL
1339
Financial Freedom LLC
Ohio
$355 – – –
HHGA
1340
Halbert Hargrove Global Advisors
California
$335 +$335 +3 New
Capital Research Global Investors
1341
Capital Research Global Investors
California
– -$88.3M -907,138 Closed
AA
1342
ABC Arbitrage
France
– -$19.8M -203,424 Closed
OMC
1343
Old Mission Capital
Illinois
– -$13.2M -136,145 Closed
FVWA
1344
Foster Victor Wealth Advisors
South Carolina
– -$8.46M -86,724 Closed
ACM
1345
Aquatic Capital Management
Illinois
– -$8.26M -84,920 Closed
TG
1346
TCW Group
California
– -$7.18M -73,745 Closed
SSA
1347
Schonfeld Strategic Advisors
New York
– -$6.07M -62,418 Closed
CSS
1348
Cubist Systematic Strategies
Connecticut
– -$5.54M -56,891 Closed
Simplex Trading
1349
Simplex Trading
Illinois
– -$3.86M -39,701 Closed
YIH
1350
Y-Intercept (HK)
Hong Kong
– -$2.6M -26,731 Closed
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